Creative Planning’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.13M | Sell |
126,352
-1,990
| -2% | -$131K | 0.01% | 830 |
|
|
2025
Q4 | $8.34M | Buy |
128,342
+69,476
| +118% | +$4.51M | 0.01% | 697 |
|
|
2025
Q3 | $3.79M | Buy |
58,866
+14,603
| +33% | +$913K | ﹤0.01% | 1048 |
|
|
2025
Q2 | $2.73M | Buy |
44,263
+13,982
| +46% | +$817K | ﹤0.01% | 1100 |
|
|
2025
Q1 | $1.74M | Buy |
30,281
+7,561
| +33% | +$440K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $1.3M | Buy |
22,720
+165
| +0.7% | +$9.66K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $1.34M | Buy |
22,555
+1,034
| +5% | +$59.3K | ﹤0.01% | 1309 |
|
|
2024
Q2 | $1.21M | Sell |
21,521
-2,248
| -9% | -$124K | ﹤0.01% | 1275 |
|
|
2024
Q1 | $1.32M | Sell |
23,769
-2,615
| -10% | -$141K | ﹤0.01% | 1161 |
|
|
2023
Q4 | $1.4M | Buy |
+26,384
| New | +$1.33M | ﹤0.01% | 1072 |
|
|
2021
Q3 | – | Sell |
-1,800
| Closed | -$101K | – | 2118 |
|
|
2021
Q2 | $101K | Buy |
+1,800
| New | +$99.4K | ﹤0.01% | 1870 |
|
|
2019
Q2 | – | Sell |
-14,178
| Closed | -$634K | – | 2024 |
|
|
2019
Q1 | $634K | Buy |
+14,178
| New | +$616K | ﹤0.01% | 921 |
|
|
2018
Q3 | – | Sell |
-5,521
| Closed | -$245K | – | 2078 |
|
|
2018
Q2 | $245K | Buy |
+5,521
| New | +$246K | ﹤0.01% | 1494 |
|
|
2017
Q3 | – | Sell |
-3,534
| Closed | -$154K | – | 1972 |
|
|
2017
Q2 | $154K | Sell |
3,534
-8
| -0.2% | -$345 | ﹤0.01% | 1668 |
|
|
2017
Q1 | $150K | Sell |
3,542
-2
| -0.1% | -$83 | ﹤0.01% | 1680 |
|
|
2016
Q4 | $144K | Sell |
3,544
-98
| -3% | -$3.96K | ﹤0.01% | 1612 |
|
|
2016
Q3 | $150K | Buy |
3,642
+410
| +13% | +$16.7K | ﹤0.01% | 1582 |
|
|
2016
Q2 | $129K | Sell |
3,232
-162
| -5% | -$6.42K | ﹤0.01% | 1504 |
|
|
2016
Q1 | $134K | Buy |
3,394
+28
| +0.8% | +$1.06K | ﹤0.01% | 1450 |
|
|
2015
Q4 | $131K | Hold |
3,366
| – | – | ﹤0.01% | 1476 |
|
|
2015
Q3 | $128K | Buy |
+3,366
| New | +$133K | ﹤0.01% | 1439 |
|
|
2015
Q2 | – | Sell |
-3,366
| Closed | -$137K | – | 1192 |
|
|
2015
Q1 | $137K | Buy |
3,366
+72
| +2% | +$2.92K | ﹤0.01% | 1395 |
|
|
2014
Q4 | $132K | Sell |
3,294
-357
| -10% | -$14.2K | ﹤0.01% | 1388 |
|
|
2014
Q3 | $144K | Buy |
3,651
+357
| +11% | +$14.3K | ﹤0.01% | 1250 |
|
|
2014
Q2 | $133K | Hold |
3,294
| – | – | ﹤0.01% | 1254 |
|
|
2014
Q1 | $129K | Hold |
3,294
| – | – | ﹤0.01% | 1235 |
|
|
2013
Q4 | $127K | Hold |
3,294
| – | – | ﹤0.01% | 1066 |
|
|
2013
Q3 | $121K | Buy |
3,294
+72
| +2% | +$2.62K | ﹤0.01% | 999 |
|
|
2013
Q2 | $114K | Buy |
+3,222
| New | +$116K | ﹤0.01% | 917 |
|
Other funds holding AOR
WAM
MFIM
AL
CWA
Creative Planning's AOR Position: Q1 2026 in Review
Creative Planning reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 1.6% in Q1 2026, selling an estimated $131K and leaving 126,352 shares worth $8.13M. The position accounts for 0.01% of the portfolio, ranked #830.
Creative Planning first reported a position in AOR in Q2 2013 and has held it in 29 quarters since. The position peaked at $8.34M in Q4 2025. 407 funds tracked by Wall St. Rank hold AOR as of Q1 2026.
- Creative Planning held 126,352 shares of iShares Core 60/40 Balanced Allocation ETF worth $8.13M as of Q1 2026.
- Creative Planning sold 1,990 iShares Core 60/40 Balanced Allocation ETF shares in Q1 2026, an estimated $131K.
- iShares Core 60/40 Balanced Allocation ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #830 holding.
- Creative Planning first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q2 2013 and has held it in 29 quarters since.
- Creative Planning's iShares Core 60/40 Balanced Allocation ETF position peaked at $8.34M in Q4 2025.
- 407 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.